More than 90 changes affect qualified retirement plans, IRAs, SIMPLEs, SEPs, ABLEs, and 529 plans within the SECURE 2.0 Act. This summary provides several highlights based on effective dates and relevance.

In the short-term, economic indicators like monthly unemployment numbers, CPI data, and quarterly earning results provide clues to the economy's health.

Investing can be a series of two steps forward and one step back. We explore past economic cycles by looking at unemployment, stock market performance, and average returns after a market decline.

Stock Quote: “He who has a why to live can bear almost any how.” Well Balanced is a round-up of topics helping you get today right.

Was a single choice made while on a leisurely walk in the woods so profound? We discuss long-term investing themes and think about a framework for making choices.

How the Federal Reserve (Fed) reacts to signals in the economy can give us insights and inform our investment outlook. We discuss deflationary and inflationary forces in the economy.

We recognize that a diversified portfolio outperforms cash, most of the time. Would holding only cash have fared better than a diversified portfolio?

Stock Quote: “Be grateful in your own hearts. That suffices. Thanksgiving has wings, and flies to its right destination.” Well Balanced is a round-up of topics helping you get today right.